Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $51,955 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $51,955 |
GREEN HASSON JANKS1+ years Filed as: GREEN HASSAN JANKS Service code 99 | Other Fees | $0 |
GREEN HASSON JANKS1+ years Filed as: GREEN HASSON JANKS LLP Service code 99 · EIN 95-1777440 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,577 | $32,913+196.5% | $80,004+22.0% | $59,188+64.9% |
| Participation rate | 87.2% | 56.9%+30.4pp | 73.0%+14.2pp | 69.4%+17.8pp |
| Annual return | 3.19% | 1.16%+2.0pp | 7.63%-4.4pp | 5.51%-2.3pp |
| Employer contribution / active EE | $2,767 | $789+250.8% | $2,473+11.9% | $2,098+31.9% |
| Participant deferral / active EE | $6,541 | $1,686+287.9% | $3,204+104.2% | $3,265+100.3% |
| Admin fee / account holder | $161 | $40+302.6% | $5,033-96.8% | $92+74.9% |